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Wealth Manager

Turtle Wealth·Surat

Pay not stated1–4 yrsFull-time
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About the role

This is a full-time, on-site role based in Surat for a Wealth Manager - Sales professional. Manager will identify prospective clients, deliver tailored wealth management solutions, and build lasting relationships.

What you'll do

  • PMS – Client Acquisition
  • Client Portfolio Review & Future Wealth Planning
  • Brand Building & Networking

What you need

  • 1–4 yrs of experience
  • CFA
  • MIS reporting
  • Reporting
  • Sales
  • Wealth management
  • Client relationship
  • Chartered Accountant or CFA or MBA

Good to have

  • Branding

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